November 8, 2024

We have fixed several issues this weekend.

Fixes

• Users who have OneDrive integration enabled will be able to share documents via the Client Portal.
• Users will be able to add hard costs to matters without getting an error.
• Users will be able to use the Unshare option for files shared via the Client Portal.
• When an email attachment cannot be downloaded, the system will give a reason for the error.
• Users in a normal role can save changes to the layout of the Firm Dashboard.
• While editing a deposit slip, users will be able to unselect a selected transaction.
• The complete email address of the client will display while Viewing/Editing Contacts.
• Users will be able to add, edit, or delete document comments without the page refreshing.
• Users will be able to close the Filters window by clicking on the x icon.
• User will get the correct error message when deleting or renaming a Client Portal document folder.
• When creating a timecard from an email, the task name Email Communication is automatically added.
• In the Communication area, you will be able to use the filters correctly and be able to navigate through the email pages without experiencing a blank screen.
• Users will be able to successfully create a client from the Add Matter window.
• The Invoice Reminder screen will display the number of reminders that are selected to be sent.
• The screen will load correctly when editing unposted time entries in the firm timesheet.
• The Deposit Transaction page will no longer include the option to select a timekeeper.
• Users will get the correct error message when using a stored bank account with the Send receipt to the client option.
• The Global Timer will update correctly after user has used Bulk Create Timecard for the time entries.
• When adding a transaction from the banking area:
  • User will be able to switch matters in the transaction form.
  • User will see a loading spinner to indicate progress when submitting the form.
• If user does not select a timekeeper while adding a hard cost expense, they will get a message reminding them to select a default timekeeper.
• The Timekeeper Utilization and Billing Summary pages will display hours accurately based on the applied filters.
• User will be able to access the Invoice Details screen without delay.
• When tagging an SMS within the application, only contacts associated with the phone number relevant to the SMS will display.
• Users with relevant permissions will be able to save edits made to the dashboard.
• The correct page will display when trying to view split details for a matter without a file number.
• The error message will inform a user of the reason why a void trust transaction has failed.
• If a Bank has zero balance, the balance amount will display as $0.00.
• Users will get the correct error message if they encounter issues during Bulk Invoice generation.
• Editing data in the Contacts area will update the grid without clicking Refresh.
• You will be able to create a matter without selecting the Trust Bank.
• Users will be able to add and save Timecards, Matters, Notes, or Tasks from Quick Action.
• User will get a reminder to complete the Entity field if they check the box for Client is an entity.
• When using the keyboard tab, data associated with each column will be retained while adding the hard cost.
• Users will be able to send Low Retainer Reminder and Invoice Reminder emails without experiencing delay.
• When creating a timecard from the global timer, system will populate the rate level for the timekeeper associated with the selected matter.